Beirne.
Assets Under Management
$1.2B
Number of Clients
405
Number of Advisors
3
Average Client AUM
$3.0M
AUM per Advisor
$399.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beirne Wealth Consulting Services offers discretionary and non-discretionary investment management, financial planning, and consulting services to institutions and high-net-worth individuals. Services include business planning, pension fund consulting, and 401(k) planning. The firm allocates assets among independent managers, separate accounts, mutual funds, ETFs, and individual securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Investment management fees are based on a percentage of assets under management, charged quarterly in advance. Fees are negotiable and vary depending on factors like asset size and services rendered. Financial planning and consulting fees range from $250 to $5,000 on a fixed fee basis. Custodians and independent managers charge separate fees. BWC employees receive cash compensation in addition to employee’s regular salary in exchange for client referrals.
Areas of Practice
Location
3 Enterprise Drive, Suite 410, Shelton, CT, 06484